When I print reports, such as a proforma invoice or change order or subcontract, I would like these printed reports to automatically be Filed as an attachment to the form so that I can then use DocuSign on the file. Is this possible?
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Print AR invoice as a File attachment
Best answer by joelhoffman
Hi
If you question is about the workflow and number of clicks, there is an Idea in Community to streamline the process, we would like your feedback included.
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